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Totally Agree!

Allocating credit notes to often unrelated invoices (bills!) is illogical and unduly time consuming

Just let us use them through Find and Match!!!

Need this feature now!

Sadly a story that runs through so
many requests, often many years old and supported by hundreds of people.

It does make you ask “where does our subscription money go”? Certainly not on developments.

Hey Xero team,
This request is the 16th most voted feature. This is not being prioritised while other features with way less votes and currently being worked on.
Feels like there is a bit of lack of listening to your customers.

In practice I have just lost an hour adding credit notes manually to invoices, rather than going through a 5 min job through the find and match screen.

Please, can you push the feature up the product priority list?

This is a critical update that has been too long coming. Users need these Important updates dealt with instead of all the unnecessary redesign of features that are working satisfactorily

How is it possible that accounting software doesn't allow you to reconcile a customer refund on the bank statement directly to a credit note???? Why must you first process a "cash" (?) refund on every individual credit note? If you allowed one to bulk allocate "cash" refunds on all credit notes at once, that's one thing, but doing it individually is very time consuming. Do you even have accountants/bookkeepers advising your software "development" team? You've got so many gimmicky features, but so little essential ones, like putting creating credit notes up front. Why is it a search to find the create credit note button? Also, can you be more responsive??

Please add this feature! it's absolutely frustrating to do it individually.

Show credit notes as individual transactions so that they can be matched to customer remittance advices. Also allow cross referencing to original invoice if applicable. Not faff about offsetting credits to invoices before payment received

I've always assumed this was deliberately blocked for some reason. After a few years I can't think of a good one... This and batch fx bill payments are my top 2 feature additions - would make a huge difference.

Add the ability to record an over payment using the adjustment button when reconciling the bank statement.

I agree with Belinda :D No help unless you email and wait 10 days plus. No help with xero on here. Endless time consuming tabs and new reports that you will need to customise and save to be able to use and downright ugly. I always forget where I have to go to add a credit note as it is not on the dashboard. If you were to only use enter bills and invoices I think Xero is capable for that. For anything beyond that, it is time consuming. They could make it very easy to use but they have over complicated things. Like why have so many amount boxes? EG entering a bill. 1. total 2.unit price 3. amount/total. if the total does not match up with the unit you have to manually figure out which one to adjust because the total does not adjust. also Reconciling batch payments is a nightmare. Only been with xero for a year and thinking about moving back to myob.

#bUtThEfEaTuReS#

The guys in accountex Manchester were saying different thing. I was assured that this is a great idea and strange t hasn't been thought of. And if it makes everyone's life easier it will be looked into.

How about actually listening to your customers like every other business in this world must do, and making hundreds of peoples job easier every single day, instead of barrelling ahead with your own ideas Xero??

Are there any Product Ideas which get actioned? Or are they all in the 'No Plans' category never to be thought about again?

I think everyone here is overlooking one important thing...
Do Xero even have employees skilled enough to make this change?

It seems quite obvious now that I've asked myself this question that the answer is no.

They are only employing people to make things "beautiful" and creating endless tabs and reports no one will ever use, then increase their prices from all their "added features" without offering the most BASIC of features like credit note find and match and manual GST adjustment to match suppliers billing.....

bUt ThE fEaTuReS 😒

Xero is marketed as simple and easy to use - the work around for credit notes is not simple and many clients struggle with this. I do not understand how this feature has not been given priority, what needs to happen for this to proceed, do you need help from the bookkeeping community.

This is a critical feature that needs urgent implementation. I understand that it is a difficult aspect to develop, however if resources are dedicated to the features we need instead of all the unnecessary changes that have been made recently the product would be a better fit for purpose and users would be alot happier. There has been too much negative feedback lately. Please listen.

I must say I agree with the comments below. It is soooo time consuming having to match credit notes individually to an invoice or mark as paid. Please XERO sort this one out

Absolutely shocking customer service!
Listen to your users needs and action. As a company you are only as good as your customers, disregard them and they will disregard you.
This is a basic accounting package feature. Act now or customers will look for alternatives.

Am I the only one that finds the ideas we suggest as users - this and multi currency reporting are never something Xero are planning “at this time”. I would think if people who use the software are requesting it you would expect xero to at least look at it. However, they always seem to be sooo focussed on non essentials like changing reports!

Disappointing response which tells us nothing new. If there is a team focused on working to upgrade, why is something that has been requested for over ten years still only at the point where there are no plans....
Could you tell us why?